Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,827 | $51,638+17.8% | $68,368-11.0% | $82,448-26.2% |
| Participation rate | 84.4% | 63.6%+20.8pp | 73.8%+10.6pp | 68.1%+16.3pp |
| Annual return | 11.07% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $4,191 | $2,047+104.8% | $2,649+58.2% | $2,551+64.3% |
| Participant deferral / active EE | $2,860 | $2,914-1.9% | $4,123-30.6% | $4,139-30.9% |
| Admin fee / account holder | $4,023 | $4,643-13.4% | $5,150-21.9% | $7,234-44.4% |